Market Brief 04/05/2021
VIETNAM STOCK MARKET
VN-INDEX
1,242.20
1D 0.23%
YTD 12.98%
VN30
1,328.03
1D 1.20%
YTD 25.48%
HNX
277.71
1D -1.43%
YTD 40.90%
UPCOM
79.86
1D -1.02%
YTD 8.17%
Net Foreign buy (B)
-719.00
1D 0.00%
YTD 0.00%
Total trading value (B)
23,503.54
1D 6.95%
YTD 37.02%
- The market shook strongly, foreign investors net sold 719 billion dong in 04/05 session. Selling force focused mainly on HPG (-356.8 billion) and VPB (-189 billion) …
ETF & DERIVATIVES
E1VFVN30
22,200
1D 0.91%
YTD 18.09%
FUEMAV30
15,570
1D -0.76%
YTD 24.26%
FUESSV30
16,480
1D 1.48%
YTD 23.63%
FUESSV50
19,100
1D 0.26%
YTD 20.89%
FUESSVFL
18,000
1D 2.56%
YTD 31.87%
FUEVFVND
22,150
1D 1.14%
YTD 28.78%
FUEVN100
16,900
1D 2.36%
YTD 21.15%
VN30F2112
1,313
1D 2.55%
YTD 0.00%
VN30F2109
1,318
1D 1.69%
YTD 0.00%
VN30F2106
1,318
1D 1.49%
YTD 0.00%
VN30F2105
1,320
1D 1.46%
YTD 0.00%
CHANGE IN PRICE BY SECTOR
INTRADAY VNINDEX
VNINDEX (12M)
GLOBAL MARKET
Nikkei
28,812.63
1D 0.00%
YTD 4.99%
Shanghai
3,446.86
1D -0.81%
YTD 0.95%
Kospi
3,147.37
1D -0.84%
YTD 9.53%
Hang Seng
28,546.12
1D 0.83%
YTD 5.15%
STI (Singapore)
3,179.13
1D -1.32%
YTD 10.80%
SET (Thái Lan)
1,583.13
1D -0.46%
YTD 9.23%
Crude oil ($/barrel)
65.42
1D 1.21%
YTD 35.45%
Gold ($/ounce)
1,785.45
1D -0.26%
YTD -6.21%
- Stock markets in Asia - Pacific rose in session 4/5. Mainland China, Japan and Thailand market holidays. The Hong Kong Hang Seng Index rose 0.83%.
VIETNAM ECONOMY
Vnibor
0.90%
1D (bps) -15
YTD (bps) 77
Deposit interest 12M
5.60%
YTD (bps) -20
5 year-Gov. Bond
1.36%
1D (bps) 9
YTD (bps) 14
10 year-Gov. Bond
2.20%
1D (bps) -14
YTD (bps) 17
USD/VND
23,165
1D (%) 0.06%
YTD (%) -0.06%
EUR/VND
28,417
1D (%) -1.05%
YTD (%) -2.36%
CNY/VND
3,633
1D (%) 0.00%
YTD (%) 1.68%
- According to new data released by IHS Markit, Vietnam's April Purchasing Managers' Index (PMI) rose to 54.7 points from 53.6 points in March, showing operating conditions of the manufacturing sector improved significantly. In particular, this is the strongest improvement since November 2018.
EVENT CALENDAR
M
T
W
T
F
S
S
23
24
25
26
27
28
29
Ex-right date Thu, 12/26/24
No event for this day
No event for this day
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SELECTED NEWS
- PMI in April increased to 54.7 points, achieving the strongest improvement since November 2018
- Malaysia imposes anti-dumping tax of up to 23.84% on Vietnamese stainless steel
- Nikkei Asia: Samsung proposed to buy solar and wind power without through EVN
- The number of Covid-19 cases increased, the European economy continued to recession
- The US Treasury Department plans to borrow $2,280 billion to cover the deficit in 2021
- About 50% of people worldwide have reduced incomes due to the COVID-19 pandemic
VN30
BANK
VCB
99,100
1D -0.90%
5D 0.10%
Buy Vol. 2,193,500
Sell Vol. 3,138,700
BID
41,300
1D 0.73%
5D 2.35%
Buy Vol. 5,329,900
Sell Vol. 4,632,500
CTG
43,000
1D 5.39%
5D 8.45%
Buy Vol. 45,510,600
Sell Vol. 40,926,500
TCB
43,400
1D 5.85%
5D 9.87%
Buy Vol. 58,246,400
Sell Vol. 50,737,800
VPB
59,500
1D 1.71%
5D 11.84%
Buy Vol. 37,731,100
Sell Vol. 31,192,100
MBB
31,250
1D 2.97%
5D 5.57%
Buy Vol. 48,174,600
Sell Vol. 40,843,300
HDB
27,200
1D -0.18%
5D 1.49%
Buy Vol. 9,064,100
Sell Vol. 10,503,200
TPB
28,000
1D 2.19%
5D 3.32%
Buy Vol. 10,505,100
Sell Vol. 7,392,700
STB
24,100
1D 0.84%
5D 4.33%
Buy Vol. 106,905,300
Sell Vol. 93,203,900
- BID: In Q1.2021, BIDV's non-interest income was boosted compared to the same period last year. While net interest income increased only 18% (10,830 billion VND), the interest from services increased by 32% (1,434 billion VND). Notably, profit from trading securities was 2.5 times higher than the same period (451 billion dong) and profit from other activities was 3 times (1,805 billion dong).
REAL ESTATE
NVL
131,500
1D 0.08%
5D 8.23%
Buy Vol. 3,381,500
Sell Vol. 2,604,300
TCH
22,550
1D 3.92%
5D 3.68%
Buy Vol. 12,583,100
Sell Vol. 11,030,300
KDH
36,950
1D 5.12%
5D 6.95%
Buy Vol. 19,522,500
Sell Vol. 9,566,700
PDR
73,000
1D 3.99%
5D 1.11%
Buy Vol. 5,544,100
Sell Vol. 4,717,700
- PDR: Phat Dat sets the pre-tax profit target for 2021 at 2,335 billion VND and the cumulative profit before tax for the period 2019-2023 is 14,270 billion VND, corresponding to the average compound growth rate (CAGR) of 51 %/year.
OIL & GAS
GAS
83,300
1D -0.24%
5D 2.21%
Buy Vol. 1,507,500
Sell Vol. 1,442,500
POW
12,050
1D -2.03%
5D -0.41%
Buy Vol. 21,307,800
Sell Vol. 18,936,800
PLX
49,650
1D -1.29%
5D 2.16%
Buy Vol. 2,089,600
Sell Vol. 2,056,700
- POW: Q1.2021 profit after tax was VND 566 billion, up 12% year-on-year. In 2021, POW aims to achieve VND 1,548.5 billion of EBT, down 46% compared to 2020.
VINGROUP
VIC
133,600
1D 1.98%
5D 1.14%
Buy Vol. 3,132,400
Sell Vol. 2,926,600
VHM
99,200
1D -0.10%
5D -0.80%
Buy Vol. 8,368,200
Sell Vol. 7,790,400
VRE
31,300
1D -2.19%
5D 2.29%
Buy Vol. 13,104,100
Sell Vol. 12,995,100
- VIC: Vingroup poured an additional 300 million USD into the US market, bringing the total adjusted capital abroad of Vietnam increased 25 times.
FOOD & BEVERAGE
VNM
91,600
1D -2.03%
5D -4.28%
Buy Vol. 6,258,400
Sell Vol. 7,533,400
MSN
95,900
1D -2.14%
5D -2.14%
Buy Vol. 3,795,900
Sell Vol. 3,688,400
SBT
19,750
1D -1.25%
5D -2.47%
Buy Vol. 5,390,900
Sell Vol. 5,692,300
- SBT: Q3's NI in the 2021 is 192b dong, 2.6 times higher than the last period. Profit before tax in 9 months was VND48b, increased by 139% and completed 83% of the year plan.
OTHERS
BVH
124,000
1D -0.72%
5D -2.52%
Buy Vol. 623,000
Sell Vol. 806,700
VJC
124,000
1D -0.72%
5D -2.52%
Buy Vol. 623,000
Sell Vol. 806,700
FPT
82,900
1D 2.47%
5D 2.73%
Buy Vol. 4,695,300
Sell Vol. 4,555,900
MWG
139,400
1D -1.06%
5D -1.76%
Buy Vol. 2,482,900
Sell Vol. 1,236,400
PNJ
95,200
1D -2.86%
5D -0.83%
Buy Vol. 766,500
Sell Vol. 1,011,600
REE
52,100
1D -2.80%
5D 2.16%
Buy Vol. 735,900
Sell Vol. 952,900
SSI
32,900
1D 0.92%
5D 3.46%
Buy Vol. 20,059,200
Sell Vol. 16,993,100
HPG
59,800
1D 2.93%
5D 6.22%
Buy Vol. 63,153,800
Sell Vol. 53,267,500
- MWG: Increased imports of phones and electronic equipment, MWG recorded an additional inventory of VND 3,831 billion in the first quarter of the year. The company recorded a record net profit of 1,337 billion dong. Cash flow from operating activities in the first quarter of the year was negative 1,859 billion dong, mainly due to the policy of increasing inventory
Market by numbers
TOP MOST TRADED TICKERS (VOLUME - IN MILLION)
FOREIGN NET FLOW 10 NEAREST SESSIONS (BILLION VND)
TOP INCREASES 3 CONSECUTIVE SESSIONS
TOP DECREASES 3 CONSECUTIVE SESSIONS
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